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Disclosery

Annex Advisory Services, LLC: FIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annex Advisory Services, LLC on FIS, newest first. How the timeline and the estimate are built.

Annex Advisory Services, LLC held 33,359 FIS shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,359 shares
    Change vs previous 13F -2,657 shares

    0.02% of the 13F portfolio, value $1,296,999.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,016 shares
    Change vs previous 13F -496 shares

    0.03% of the 13F portfolio, value $1,689,522.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 36,512 shares
    Change vs previous 13F +10,683 shares

    0.05% of the 13F portfolio, value $2,426,605.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,829 shares
    Change vs previous 13F +491 shares

    0.04% of the 13F portfolio, value $1,703,191.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,338 shares
    Change vs previous 13F -1,512 shares

    0.05% of the 13F portfolio, value $2,062,756.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,850 shares
    Change vs previous 13F -273 shares

    0.06% of the 13F portfolio, value $2,005,186.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,123 shares
    Change vs previous 13F -5,036 shares

    0.07% of the 13F portfolio, value $2,190,705.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,159 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,693,353.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).